Capital Group Private Client Services’s ATI ATI Stock Holding History

Capital Group Private Client Services’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.45M	Sell	44,349 -19,018	-30%	-$2.65M	0.11%	92
2025 Q4	$7.27M	Sell	63,367 -13,483	-18%	-$1.31M	0.12%	102
2025 Q3	$6.25M	Sell	76,850 -270,177	-78%	-$21.9M	0.1%	116
2025 Q2	$30M	Sell	347,027 -5,501	-2%	-$377K	0.26%	88
2025 Q1	$18.3M	Buy	352,528 +3,492	+1%	+$198K	0.18%	114
2024 Q4	$19.2M	Sell	349,036 -10,798	-3%	-$637K	0.18%	117
2024 Q3	$24.1M	Sell	359,834 -1,979	-0.5%	-$123K	0.23%	107
2024 Q2	$20.1M	Buy	361,813 +302,775	+513%	+$17M	0.2%	115
2024 Q1	$3.02M	Buy	+59,038	New	+$2.67M	0.03%	188

Other funds holding ATI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return